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1WAL
15 Wealth Advisors LLC Portfolio holdings
AUM
$399M
This Fund
S&P 500
This Quarter
Est. Return
+0.72%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$399M
AUM Growth
–
Cap. Flow
+$399M
Cap. Flow
% of AUM
99.86%
Top 10 Holdings %
Top 10 Hldgs %
57.32%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$54.4M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$45.4M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$28.5M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$18.7M |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$16.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.15% |
| 2 | Technology | 6.14% |
| 3 | Healthcare | 3.19% |
| 4 | Consumer Discretionary | 1.83% |
| 5 | Communication Services | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
| $846K | 0.21% |
+5,069
| New | +$903K |
2026 Q3
0 quarters
|
|
52
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.1B
| $821K | 0.21% |
+2,813
| New | +$843K |
2026 Q3
0 quarters
|
|
53
JPMorgan Chase
JPM
$890B
| $788K | 0.2% |
+2,381
| New | +$833K |
2026 Q3
0 quarters
|
|
54
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.3B
| $728K | 0.18% |
+1,108
| New | +$762K |
2026 Q3
0 quarters
|
|
55
Meta Platforms (Facebook)
META
$1.88T
| $696K | 0.17% |
+959
| New | +$599K |
2026 Q3
0 quarters
|
|
56
ExxonMobil
XOM
$728B
| $692K | 0.17% |
+4,250
| New | +$665K |
2026 Q3
0 quarters
|
|
57
Salesforce
CRM
$194B
| $637K | 0.16% |
+2,777
| New | +$573K |
2026 Q3
0 quarters
|
|
58
McDonald's
MCD
$169B
| $619K | 0.16% |
+2,682
| New | +$706K |
2026 Q3
0 quarters
|
|
59
Invesco BuyBack Achievers ETF
PKW
$1.71B
| $613K | 0.15% |
+4,285
| New | +$634K |
2026 Q3
0 quarters
|
|
60
Bloom Energy
BE
$70.5B
| $593K | 0.15% |
+2,142
| New | +$506K |
2026 Q3
0 quarters
|
|
61
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.04B
| $576K | 0.14% |
+26,930
| New | +$611K |
2026 Q3
0 quarters
|
|
62
Advanced Micro Devices
AMD
$932B
| $570K | 0.14% |
+932
| New | +$479K |
2026 Q3
0 quarters
|
|
63
iShares Russell Mid-Cap ETF
IWR
$55.9B
| $566K | 0.14% |
+5,308
| New | +$587K |
2026 Q3
0 quarters
|
|
64
Intuitive Surgical
ISRG
$148B
| $561K | 0.14% |
+1,380
| New | +$527K |
2026 Q3
0 quarters
|
|
65
Intel
INTC
$519B
| $561K | 0.14% |
+4,663
| New | +$476K |
2026 Q3
0 quarters
|
|
66
iShares S&P 500 Growth ETF
IVW
$78.3B
| $557K | 0.14% |
+3,913
| New | +$542K |
2026 Q3
0 quarters
|
|
67
Palantir
PLTR
$483B
| $539K | 0.14% |
+2,884
| New | +$460K |
2026 Q3
0 quarters
|
|
68
Global X Defense Tech ETF
SHLD
$6.34B
| $500K | 0.13% |
+8,317
| New | +$532K |
2026 Q3
0 quarters
|
|
69
Netflix
NFLX
$294B
| $494K | 0.12% |
+7,100
| New | +$534K |
2026 Q3
0 quarters
|
|
70
State Street Health Care Select Sector SPDR ETF
XLV
$45B
| $476K | 0.12% |
+2,827
| New | +$471K |
2026 Q3
0 quarters
|
|
71
CVS Health
CVS
$116B
| $476K | 0.12% |
+5,556
| New | +$544K |
2026 Q3
0 quarters
|
|
72
Cintas
CTAS
$82.8B
| $468K | 0.12% |
+2,400
| New | +$477K |
2026 Q3
0 quarters
|
|
73
iShares Core S&P 500 ETF
IVV
$887B
| $468K | 0.12% |
+611
| New | +$466K |
2026 Q3
0 quarters
|
|
74
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
| $443K | 0.11% |
+4,931
| New | +$441K |
2026 Q3
0 quarters
|
|
75
Invesco S&P 500 Top 50 ETF
XLG
$11.8B
| $441K | 0.11% |
+6,925
| New | +$431K |
2026 Q3
0 quarters
|
|
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15 Wealth Advisors LLC's Q3 2026 Portfolio in Review
Q3 2026 is the first quarter with a 13F filing on record for 15 Wealth Advisors LLC, which disclosed 108 positions worth $399M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 444,602 shares worth $55.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, followed by Technology and Healthcare.
- 15 Wealth Advisors LLC's largest Q3 2026 buy was iShares Russell 1000 Growth ETF: 444,602 shares worth $55.7M.
- 15 Wealth Advisors LLC's ten largest holdings make up 57% of its $399M portfolio in Q3 2026.
- 15 Wealth Advisors LLC disclosed 108 positions in Q3 2026, its first 13F filing on record.
Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.